Senior Retirement Specialist

2 days ago


St Louis, United States OneDigital Full time

Senior Retirement Specialist - Qualified Accounts


Are you an expert in handling tax-qualified retirement accounts with a passion for delivering exceptional service?


Do you want to join a Financial Services firm with an industry-leading culture known for being FUN, COLLABORATIVE and FLEXIBLE?


Join our client, Benjamin F. Edwards, as a Senior Retirement Specialist and thrive in a fantastic culture This position is made for someone who thrives in a fast-paced, team-oriented environment and has a strong understanding of IRS regulations. If you’re detail-oriented, enjoy problem-solving, and have a collaborative mindset, this role is for you


Key Responsibilities:

  • Provide expert support for day-to-day operations involving qualified retirement accounts.
  • Review and validate IRA documentation and transaction coding to ensure accurate tax reporting.
  • Analyze and resolve complex tax reporting issues.
  • Stay up-to-date on evolving tax laws and regulations.
  • Act as a subject matter expert, training and mentoring team members.
  • Collaborate with the custodian, Legal, branch, and home office personnel to resolve complex account issues.
  • Engage with advisors, service teams, and custodians to streamline processes and enhance the client/advisor experience.


Qualifications:

  • Energetic and confident with the ability to handle multiple tasks independently in a fast-paced, visible role.
  • A collaborative, detail-oriented, and organized professional.
  • Motivated self-starter with intellectual curiosity and a problem-solving mindset.
  • Strong understanding of IRS regulations for tax withholding and reporting.
  • Ability to interpret and communicate complex information effectively.
  • Proficiency in Microsoft Office Suite and other collaborative tools.
  • Commitment to delivering top-notch customer service.


Education & Experience:

  • 3+ years of financial services experience, including operations involving qualified accounts.


Licenses/Registration:

  • Series 99 & SIE required (or ability to obtain within the first year).

If you're ready to make an impact and drive results in a dynamic environment, apply today to become a key player in our team



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